Energy firms ride AI power boom as Bloom posts record Q2

Timeline

1. 1 day ago

   [BUSINESS] 3 sources

   Bloom Energy Reports Record Q2 Revenue Amid Investor Lawsuit

   Bloom Energy posted record Q2 2026 revenue over $1 billion and a GAAP profit, while a class‑action suit alleges it misled investors about its use of Chinese scandium.

2. 6 days ago

   [BUSINESS] 10 sources

   Bloom Energy Posts Record $1 Billion Q2 Revenue, Stock Soars

   Bloom Energy posted a record Q2 2026 revenue of $1.07 billion, up 166%, with product sales up 215%, operating margin 22.5%, and earnings beating estimates, prompting the stock to jump sharply after a pre‑earn ‑

3. 13 days ago

   [BUSINESS] 3 sources

   Bloom Energy's AI data‑center fuel‑cell deal sparks sharp share decline

   Bloom Energy’s AI data‑center fuel‑cell contract was announced as its shares plunged ~40%, and the company will report Q2 earnings on July 28, with analysts forecasting $0.39 EPS on $828 M revenue.

4. 22 days ago

   [BUSINESS] 7 sources

   AI Data Center Power Demand Drives Growth for Vertiv and GE Vernova as OpenAI Faces Cash Shortfall

   AI data center power demand could exceed $6 trillion by 2030, boosting Vertiv and GE Vernova, while OpenAI may exhaust cash by mid‑2027 due to a $38.5 billion loss and soaring infrastructure costs.

5. 23 days ago

   [BUSINESS] 2 sources

   Plug Power announces two hydrogen projects as stock drops 47% from June peak

   Plug Power unveiled hydrogen projects in Australia and Denmark, yet its stock slid 47% from the June high as investors focus on cash‑flow concerns.

6. 23 days ago

   [BUSINESS] 2 sources

   Diamondback Energy Institutional Holdings Shift in Q1

   Peterson Wealth trimmed its Diamondback Energy stake by 67% in Q1, while WealthShield Partners bought 16,768 shares worth $3.3 M; the company posted earnings above expectations.

7. 25 days ago

   [BUSINESS] 2 sources

   JPMorgan trims price targets for Canadian Cenovus and U.S. Devon Energy

   JPMorgan lowered its price target for Cenovus Energy to C$45 and for Devon Energy to $55, citing upside potential of about 22% and 27% respectively.

8. 26 days ago

   [BUSINESS] 2 sources

   Bloom Energy shares jump as Brookfield expands $25 billion AI power partnership

   Bloom Energy’s shares surged over 230% YTD as Brookfield lifted its AI power partnership to $25 billion, while investors like Cvfg LLC added new stakes ahead of Q2 2026 earnings.

9. 29 days ago

   [BUSINESS] 2 sources

   Institutional Investors Trim Stakes in Woodward and Energy Transfer

   Institutional investors reduced stakes: NY State Teachers Retirement cut Woodward by 4.9% to 58,933 shares ($21 m) and Dividend Assets Capital trimmed Energy Transfer by 8% to 683,788 shares ($13.2 m).

10. about 1 month ago

    [BUSINESS] 3 sources

    Hydrogen stocks lose investor optimism as market demands profitability

    Investors are scrutinizing hydrogen firms, stressing profitability and real contracts; Plug Power and Nel ASA face a critical test.

11. about 1 month ago

    [BUSINESS] 2 sources

    Kinder Morgan Holds Rating as Analysts Trim Targets, Insiders Sell

    Kinder Morgan retains a consensus Hold rating with a $34.7 average target as analysts trim forecasts; earnings beat expectations, dividend rises, and two vice‑presidents sell shares.

12. about 1 month ago

    [BUSINESS] 3 sources

    Bloom Energy and Brookfield boost AI power partnership to $25 billion

    Bloom Energy and Brookfield raised their AI power financing from $5 billion to $25 billion, boosting Bloom’s stock and targeting fuel‑cell projects for AI data centers.

13. about 1 month ago

    [BUSINESS] 2 sources

    Bloom Energy stock climbs on analyst upgrades and institutional buying

    Bloom Energy shares rose 9% after earnings beat and analysts raised price targets; institutions boosted holdings while insiders sold shares.

14. about 1 month ago

    [BUSINESS] 3 sources

    Institutional investors increase stakes in Devon Energy and Steel Dynamics

    Institutional investors bought stakes worth $4.5 M in Devon Energy and $2.6 M in Steel Dynamics, reflecting renewed hedge‑fund interest in U.S. energy and steel stocks.

15. about 1 month ago

    [BUSINESS] 3 sources

    FuelCell Energy and Bloom Energy stocks tumble on profit‑taking sell‑off

    FuelCell Energy fell 10% and Bloom Energy slid 7% as profit‑taking hit fuel‑cell stocks, while Plug Power rose 1% after commissioning a 5 MW electrolyzer in Denmark; analysts’ Bloom targets range $187‑$335.

16. about 1 month ago

    [BUSINESS] 2 sources

    Bloom Energy shares rise on analyst upgrades, institutional buying

    Bloom Energy stock jumped 5% after analysts lifted price targets and institutions bought new stakes, while insiders sold over 45,000 shares.

17. about 1 month ago

    [BUSINESS] 3 sources

    Devon Energy downgraded to hold by Wall Street Zen as analysts adjust targets

    Wall Street Zen cut Devon Energy’s rating to hold; other analysts hold mixed target prices. The firm missed earnings estimates, revenue fell 14.5%, and insiders sold over $5 million in shares.

18. about 2 months ago

    [BUSINESS] 2 sources

    Plug Power overhauls hydrogen business, sells tax credits to boost liquidity

    Plug Power is restructuring its hydrogen business, boosting electrolyzer sales and in‑house fuel production, while selling $39 million in tax credits to improve liquidity.

19. about 2 months ago

    [BUSINESS] 2 sources

    Plug Power faces 25‑million‑share dilution vote, stock slides

    Plug Power's shares dropped nearly 10% as investors reacted to a proposed 25 million‑share issuance at its June 11 AGM; the firm reports rising revenue but remains loss‑making.

20. about 2 months ago

    [BUSINESS] 2 sources

    Devon Energy reports earnings miss, raises dividend as investors increase stakes

    Devon Energy missed Q1 earnings estimates, raised its dividend and saw several institutional investors, including WINTON GROUP, increase stakes; the company filed a material 8‑K on June 5.

21. about 2 months ago

    [BUSINESS] 2 sources

    Bloom Energy shares draw investor activity amid high valuation

    Bloom Energy, a leading fuel‑cell provider for AI data centers, posted strong Q1 results and high valuation, prompting put‑option strategies and a major sell‑off by Straight Path Wealth.

22. 2 months ago

    [BUSINESS] 3 sources

    Plug Power's hydrogen ambitions meet growth optimism and profit hurdles

    Plug Power’s 2025 revenue hit $710 M with a $1.6 B loss; hydrogen market forecasts range from 2‑4× to 100‑fold growth, sparking stock volatility and dilution worries.

23. 2 months ago

    [BUSINESS] 2 sources

    Subsea Well Access Systems Market Projected to Reach $2.7 B in the US and $14.8 B Globally by 2035

    Subsea well‑access‑systems market is forecast to grow 11.7% annually, reaching $2.7 B in the US and $14.8 B globally by 2035, driven by major oil‑service firms.

24. 2 months ago

    [BUSINESS] 2 sources

    Bloom Energy lands multi‑billion Nebius contract, fuel‑cell stocks surge

    Bloom Energy secured a multi‑billion Nebius contract, sparking an 8% jump and lifting fuel‑cell stocks like FuelCell and Ballard Power amid rising AI‑driven energy demand.

25. 2 months ago

    [BUSINESS] 2 sources

    Hydrogen stocks FuelCell Energy jumps 15%, Bloom Energy up 9%, Plug Power slips

    FuelCell Energy rose 15% and Bloom Energy 9% as hydrogen stocks rallied, while Plug Power fell about 4%.

26. 3 months ago

    [BUSINESS] 2 sources

    Ferrellgas Partners and Targa Resources Post Stock Gains

    Ferrellgas Partners up 0.8% and Targa Resources hits 52‑week high.

27. 3 months ago

    [BUSINESS] 3 sources

    Diversified Energy and Bloom Energy Stocks Climb

    Diversified Energy up 1.7% and Bloom Energy up 4.8% in recent trading.

28. 3 months ago

    [BUSINESS] 2 sources

    Energy Executives at Devon and Duke Sell Millions in Company Stock

    Devon Energy EVP and Duke Energy CEO sold shares worth $3.27 m and $438 k respectively, SEC filings show.

29. 3 months ago

    [BUSINESS] 2 sources

    US oil majors intensify talks with Algeria on gas exploration

    US oil majors, including ExxonMobil, Oxy and Chevron, are negotiating gas projects in Algeria but have not yet signed any deals.

30. 3 months ago

    [BUSINESS] 2 sources

    Oil & Gas Procurement Trends and Risk Strategies Highlighted

    Oil & gas procurement market set to hit $3.6 trillion by 2027, with firms tightening supplier‑risk, compliance and digital tools.

31. 3 months ago

    [BUSINESS] 2 sources

    Shell to acquire ARC Resources, targeting $1.5 B annual free cash flow

    Shell aims to buy ARC Resources, expecting $1.5 B free cash flow and LNG growth.

32. 3 months ago

    [BUSINESS] 2 sources

    US oil majors resist White House push to boost drilling amid price uncertainty

    Exxon and Chevron resist White House drilling push as investors curb capex amid uncertain oil prices.

33. 3 months ago

    [BUSINESS] 2 sources

    US small-cap energy stocks pressured by asset sale and high short interest

    Two US energy firms face asset-related moves and high short interest impacting small-cap stocks.

34. 3 months ago

    [BUSINESS] 2 sources

    Oil E&P valuations rise as scale and scarcity drive consolidation

    Oil E&P valuations rise amid scarcity and scale; Devon-Coterra merger signals shale consolidation, while Chevron pullback may present buying upside.

This summary has been updated 1 time: see revision history